Veritas Enterprise Vault™ Discovery Accelerator Administrator's Guide

Last Published:
Product(s): Enterprise Vault (12.2)
  1. Introducing Discovery Accelerator
    1.  
      Key features of Discovery Accelerator
    2.  
      About the Discovery Accelerator components
    3.  
      The Discovery Accelerator process
    4.  
      About the deduplication feature in Discovery Accelerator
    5. Product documentation
      1.  
        White papers on the Veritas Support website
      2.  
        Discovery Accelerator training modules
  2. Introducing the Discovery Accelerator client
    1.  
      About the Discovery Accelerator client
    2.  
      Opening the Discovery Accelerator client
    3.  
      Finding your way around the Discovery Accelerator client
  3. Setting up and assigning roles
    1.  
      About the predefined Discovery Accelerator roles
    2. About the Discovery Accelerator permissions
      1.  
        About the facility to allow or deny permissions
    3.  
      Creating Discovery Accelerator roles
    4.  
      Editing the properties of Discovery Accelerator roles
    5.  
      Assigning Discovery Accelerator roles to users
    6.  
      Deleting Discovery Accelerator roles
  4. Working with cases
    1.  
      About Discovery Accelerator cases
    2.  
      Opening new Discovery Accelerator cases
    3.  
      Checking the progress of Discovery Accelerator cases
    4. Implementing analytics in Discovery Accelerator cases
      1.  
        Enabling a Discovery Accelerator case for analytics
      2.  
        Monitoring the progress of analytics data collection
      3.  
        Pausing and resuming analytics on a Discovery Accelerator case
      4.  
        Speeding up analytics data collection in low-bandwidth environments
      5.  
        Disabling analytics on a Discovery Accelerator case
    5.  
      Deleting Discovery Accelerator cases
  5. Setting up review marks and tags
    1.  
      About review marks
    2.  
      Creating review marks
    3.  
      How retained marks work
    4.  
      Editing review marks
    5.  
      Customizing the review marks that are associated with individual cases
    6.  
      Creating tags
    7. Creating tag groups
      1.  
        Creating a single-choice tag group
      2.  
        Creating a multiple-choice tag group
  6. Using rules to mark and tag items automatically
    1.  
      About analytics rules
    2. Creating analytics rules
      1.  
        About the search attributes
      2. About the operators
        1.  
          Guidelines on using the NEAR operator condition in Discovery Accelerator rules
      3.  
        About SQL Server stopwords
    3.  
      Overriding manual categorization
    4.  
      Editing analytics rules
    5.  
      Changing the priority levels of marking rules
    6.  
      About tagging rules
    7. Manually editing queries in analytics rule definition language (RDL)
      1.  
        Using parentheses to set Boolean precedence in analytics RDL
      2.  
        Using stemming in analytics RDL
      3.  
        Specifying custodian and target values in analytics RDL
    8.  
      Deleting analytics rules
  7. Using Custodian Manager
    1.  
      About Custodian Manager
    2.  
      Guidelines on using Custodian Manager
    3.  
      Setting up custodians
    4.  
      Setting up custodian groups
    5.  
      Setting up custom custodian attributes
    6.  
      Setting the primary custodian attribute
    7.  
      Specifying the user account under which to synchronize custodians
    8.  
      Synchronizing with entire Active Directory domains and Domino servers
    9.  
      Setting the configuration options for Custodian Manager
  8. Searching for items
    1. About searching with Discovery Accelerator
      1.  
        Limitations on searching certain types of Skype for Business content
    2.  
      Creating and running Discovery Accelerator searches
    3.  
      About the search criteria options
    4.  
      Guidelines on conducting effective searches
    5.  
      Pausing and resuming Discovery Accelerator searches
    6.  
      About the Monitor Searches tab
    7.  
      Selecting the archives in which to search
    8.  
      Specifying the details of custom search attributes
    9. Defining email targets with Address Manager
      1.  
        Setting up targets
      2.  
        Adding targets to target groups
    10. Building Discovery Accelerator search schedules
      1.  
        Setting up new search schedules
      2.  
        Examples of recurring search schedules
    11.  
      Using Discovery Accelerator to search archived Skype for Business content
  9. Manually reviewing items
    1. About reviewing with Discovery Accelerator
      1.  
        Limitations on reviewing certain types of Skype for Business content
    2.  
      About the Review pane
    3.  
      Filtering the items in the Review pane
    4. Searching within the review set
      1.  
        Conducting quick searches
      2.  
        Conducting advanced searches
    5.  
      Finding all items in the same conversation
    6.  
      Assigning review marks and tags to items
    7.  
      Adding comments to items
    8.  
      Viewing the history of items
    9.  
      Displaying printable versions of items
    10.  
      Downloading the original versions of items
    11.  
      Copying the item list to the Clipboard
    12.  
      Changing how the Review pane looks
    13.  
      Setting your Review pane preferences
  10. Working with research folders
    1.  
      About research folders
    2.  
      Creating research folders
    3.  
      Copying items to research folders
    4.  
      Reviewing the items in research folders
    5.  
      Exporting items from research folders
    6.  
      Giving other users access to your research folders
    7.  
      Converting research folders into cases
  11. Exporting and producing items
    1. About exporting and producing items
      1.  
        Limitations on exporting certain types of content
    2.  
      How exporting differs from producing
    3.  
      Performing an export or production run
    4.  
      About the limits on the number of simultaneous export and production runs
    5.  
      Identifying the archives that contain duplicates of a specific item
    6.  
      How to optimize export and production runs
    7.  
      Making the export IDs or Bates numbers visible in Microsoft Outlook
  12. Creating and viewing reports
    1.  
      About the Discovery Accelerator reports
    2.  
      Creating Discovery Accelerator reports
    3. Available Discovery Accelerator reports
      1.  
        Archive Source report
      2.  
        Case History report
      3.  
        Export Run Duplicates report
      4.  
        Item Detail report
      5.  
        Legal Holds report
      6.  
        Production Run report
      7.  
        Production Run Duplicates report
      8.  
        Productions report
      9.  
        Searches report
      10.  
        Security report
    4.  
      Viewing existing reports
    5.  
      Deleting reports
    6. About viewing Discovery Accelerator datasets using the OData web service
      1.  
        Available Discovery Accelerator datasets
      2.  
        Accessing the Discovery Accelerator datasets
      3.  
        Using the OData service with Microsoft Excel
      4.  
        Using the OData service with Microsoft SQL Server Reporting Services (SSRS)
  13. Appendix A. Customizing Discovery Accelerator
    1. Setting Discovery Accelerator system configuration options
      1.  
        Ad Hoc Searches configuration options
      2.  
        Analytics Conversation Analysis configuration options
      3.  
        Analytics Data Collection configuration options
      4.  
        API configuration options
      5.  
        Auditing configuration options
      6.  
        Diagnostics configuration options
      7.  
        Document Conversion configuration options
      8.  
        Export/production configuration options
      9.  
        General configuration options
      10.  
        Home Page configuration options
      11.  
        Item Prefetch Cache configuration options
      12.  
        Item Prefetch Cache (Advanced) configuration options
      13.  
        Legal Hold configuration options
      14.  
        Policy Integration configuration options
      15.  
        Profile Synchronization configuration options
      16.  
        Reviewing configuration options
      17.  
        Search configuration options
      18.  
        Security configuration options
      19.  
        System configuration options
      20.  
        Vault Directory Synchronization configuration options
    2.  
      Customizing the columns in the Review pane
  14. Appendix B. Importing configuration data from an XML file
    1.  
      About importing configuration data
    2.  
      Sample XML files
    3.  
      Format of the Dataload.xml file
    4.  
      Format of the dataload XML file for Custodian Manager
    5.  
      Importing the configuration data
    6. About the ImportExport command
      1.  
        ImportExport syntax
      2.  
        Examples of ImportExport commands
  15. Appendix C. Enterprise Vault properties for use in Discovery Accelerator searches
    1.  
      About the Enterprise Vault search properties
    2.  
      System properties
    3.  
      Custom Enterprise Vault properties
    4.  
      Custom Enterprise Vault properties for File System Archiving items
    5.  
      Custom Enterprise Vault properties for SharePoint items
    6.  
      Custom Enterprise Vault properties for Compliance Accelerator-processed items
    7.  
      Custom properties for use by policy management software
    8.  
      Custom properties for Enterprise Vault SMTP Archiving
  16. Appendix D. Troubleshooting
    1.  
      A security warning may appear when you preview certain items in the Review pane of the Discovery Accelerator client
    2.  
      Display issues when you run the Discovery Accelerator client in Windows 8 or later
    3.  
      Display issues when you open a Discovery Accelerator website in Internet Explorer 10 or later
    4.  
      Vault stores not displayed in the Discovery Accelerator client
    5.  
      Discovery Accelerator searches return unexpected results
    6.  
      Full-text search indexing is disabled by default in SQL Server
    7.  
      Custodian Manager lets you synchronize multiple custodians with the same Active Directory account
    8.  
      If a custodian belongs to one Active Directory domain but is a member of a group in a second domain, Custodian Manager may not update the custodian's details when it synchronizes with the second domain
    9.  
      Custodian Manager does not list the members of a custodian group after you delete the group and then restore it by synchronizing with Active Directory
    10.  
      Errors when exporting items from Discovery Accelerator
    11.  
      TNEF-encoded attachments to Internet Mail (.eml) messages may not be readable after you export the messages from a review set
    12.  
      Synchronization errors after you rename the SQL Server computer
    13.  
      Performance counter errors when the Accelerator Manager service starts
    14.  
      SQL Service Broker warning when restoring a customer database to a different server
    15. Issues with Discovery Accelerator reports
      1.  
        You receive the message "An error occurred creating the report" when you try to generate reports
      2.  
        Prompt to install SQL Server when printing a report for the first time
      3.  
        Reports that you export as CSV may not open properly in Microsoft Excel
      4.  
        Garbled Japanese characters when exporting reports in Acrobat format
      5.  
        Troubleshooting OData errors

Performing an export or production run

If you want to review items offline or present them in evidence to a third party, you must export them from Discovery Accelerator. There are several output formats from which to choose, including PST, Domino NSF database, HTML, MSG, and ZIP. Export to HTML if you want to export both the item itself and its action status history. This history identifies the reviewers who displayed a preview or printable version of the item, downloaded the original version of the item, or marked it, and the date and time at which they did so.

As well as exporting the selected items, Discovery Accelerator also outputs some reports in HTML, plain-text, and XML formats. All three reports list the items that you have exported, and the HTML report provides hyperlinks to the items.

You must have the Production permission to produce or export items.

To perform an export or production run

  1. Click the Cases tab in the Discovery Accelerator client.
  2. In the left pane, click the case from which you want to export items.

    If Discovery Accelerator lists a lot of cases, you can filter the list with the fields at the top of the pane. As well as filtering the cases by name, you can choose whether to list any research folders that are associated with them.

  3. Click the Export/Production tab.
  4. Click New at the top of the window.

    The Export Details pane appears.

    Export Details pane
  5. In the Name box, type a name for the run.

    The name that you specify here becomes the name of the subfolder in which Discovery Accelerator stores the output from the run.

  6. In the Output folder box, type the path to the folder on the Discovery Accelerator server in which you want to store the output from the run.

    The folder path can contain up to 100 characters.

    Discovery Accelerator places the output from the run in a subfolder of the nominated folder.

  7. Choose whether to produce or export the selected items.

    If you select Production, a Production Details box appears in which you can set the ID prefix and starting sequence number for the production. You may have set this when you created the case, but you can change it here. The prefix can contain up to 10 characters, but it cannot include space characters or symbols such as \ / * ? | < and >.

  8. In the Items Selection box, choose the items that you want to export.

    The options are as follows:

    Item ID

    Specifies the ID of an individual item that you want to export. To determine the ID of an item, view the item in the Review pane.

    Original source

    Selects items by their type, such as Microsoft Exchange or Domino.

    Policy action

    Selects items by the policy action with which your policy management software has tagged them.

    This action can be one of the following: Inclusion (demands or suggests capture), Exclusion (precludes capture or advocates non-capture), and No Action (the item is subject to normal random sampling).

    Items

    Specifies whether to export all the items in the review set or only those items that are assigned to you.

    Search

    Selects items that the specified search has captured.

    Mark

    Selects items by the mark that reviewers have assigned to them.

    Last marked by

    Selects items by the person who last assigned a review mark to them.

    Current status

    Selects items by their status, such as Pending, Questioned, or Reviewed.

    Policy

    Selects items by the specific policy with which your policy management software has tagged them.

  9. In the Options box, select Exclude duplicate items or Exclude similar items, if required. Discovery Accelerator considers items to be duplicates when they have exactly the same content. The items that Discovery Accelerator considers to be similar have the same metadata properties, such as their author display names, subjects, and number of attachments.

    The option to exclude duplicate items is available only in cases that you have enabled for analytics. The option to exclude similar items is available only in cases that you have not enabled for analytics.

    For more information on the deduplication features in Discovery Accelerator, see the Accelerator Deduplication white paper. This is available from the following page of the Veritas Support website:

    http://www.veritas.com/docs/000002529

  10. Select Include journal recipients in reports if you want the export reports to include recipient information from the journal envelope (P1) of Exchange or SMTP journal items. This lists all the recipients of each item, regardless of their placement in the To, CC and BCC fields.

    Discovery Accelerator does not include recipient information from Domino journal items.

  11. Choose whether to export the items in their original format, as HTML, or collected in a ZIP file.
    • If you click Original Type, you can choose to output Microsoft Exchange items as individual MSG files and SMTP items as individual EML files, or encapsulate them all in a single Personal Folders (.pst) file.

      If you click PST, Discovery Accelerator displays some additional options with which you can set a password and a maximum roll-over size for the file. The password can contain alphanumeric characters only. The default size of each PST file is 600 MB, and it cannot exceed 20 GB.

    • If you click HTML, Discovery Accelerator displays some additional options with which you can choose to include comments and action status history. This history identifies the reviewers who displayed a preview or printable version of each item, downloaded the original version of the item, or marked it, and the date and time at which they did so.

      Note:

      You must set the configuration option "Log preview actions in item history" to log when reviewers display previews or printable versions of items or download the items in their original form.

      See Reviewing configuration options.

    • If you click Zip, you can set a maximum roll-over size for each ZIP file. The default is 1024 MB (1 GB).

      You can export all types of items to a ZIP file. However, if you choose to export Domino items, Discovery Accelerator collects them first into a Domino NSF database and then adds this to the ZIP file.

  12. In the Number of items to export box, type the required number of items. Note that Discovery Accelerator exports the oldest items. For example, if you choose to export 100 items, Discovery Accelerator exports the 100 oldest items that match the selected options.

    If you have chosen to exclude duplicate items or similar items, they do not count towards the number of exported items. Discovery Accelerator exports the specified number of unique items only.

  13. If you are exporting file system items or Domino items and want to make them read-only so that they cannot be changed or accidentally deleted, select Read Only.
  14. Click Apply.
  15. When the run has finished, open the output folder on the Discovery Accelerator server to retrieve the exported items. This folder also includes the reports that list the items that you have exported.